Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$389K Buy
2025
Q2
$393K Buy
2025
Q1
$398K Buy
2024
Q4
$302K Buy
2024
Q3
$208K Buy
2024
Q2
Sell
2024
Q1
$70.8K Sell
2023
Q4
$153K Sell
2023
Q3
$330K Buy
2023
Q2
$274K Sell
2023
Q1
$345K Buy
2022
Q4
$311K Buy
2022
Q3
$182K Buy
2022
Q2
$172K Buy
2022
Q1
$174K Sell
2021
Q4
$302K Buy
2021
Q3
$181K Sell
2021
Q2
$191K Buy